Adding High Touch to High Tech

Bill Hortz's picture

"Too many business people create from their heads, from their “expertise” and embedded assumptions, to truly see what will actually motivate potential customers." - Corey Westphal, MobileAssistant

Delivering Modern Wealth Management Services

Bill Hortz's picture

"The general purpose of the CircleBlack platform is to increase the trusted relationship between the advisor and his or her clients. We focus on that interaction with technology." - John Michel, CircleBlack 


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